尽管市场聚焦明日美联储议息决议，但Ducenta Squared分析师David Kang指出，政策声明对固定收益市场的指导意义正在减弱。主权债、公司债及消费债务证券供给激增，使市场关注点转向基本面供需指标。他坦言："如今债券市场品种极为丰富，作为固收管理人，我们的游戏规则已悄然改变。"企业正借助技术手段强化资产负债表，引发投资策略调整。目前机构正在重新评估主权债券、公司债与消费信贷的整体收益率水平。
尽管市场聚焦明日美联储议息决议，但Ducenta Squared分析师David Kang指出，政策声明对固定收益市场的指导意义正在减弱。主权债、公司债及消费债务证券供给激增，使市场关注点转向基本面供需指标。他坦言："如今债券市场品种极为丰富，作为固收管理人，我们的游戏规则已悄然改变。"企业正借助技术手段强化资产负债表，引发投资策略调整。目前机构正在重新评估主权债券、公司债与消费信贷的整体收益率水平。
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